Advisory Services

Advisory Services are offered through Momentum Independent Network's advisory platform utlizing a non-discretionary, fee based investment advisory program providing continued account monitoring and advice.

Our Partner account enables you and your Advisor to develop a personalized investment strategy with ongoing investment advice. With Partner, you can construct a portfolio that consists of a wide assortment of investments and eliminate the cost of brokerage commissions. Partner accounts include:

  • Professional Portfolio Management
  • Zero Commissions
  • On-demand performance reporting
  • Customized portfolios with access to stocks, bonds, ETFs, mutual funds and structured products
  • Financial Planning utilizing MoneyGuidePro
  • Starting fees for accounts using stocks, bonds, ETFs, mutual funds and structured products
    • $30,000 to $249,000     2.25%
    • $250,000 to 499,000     2.00%
    • $500,000 to $999,000   1.75%
    • $1,000,000+                  1.50%
  • Starting fees for accounts using ETFs and or mutual funds only
    • $30,000 to $249,000     1.75%
    • $250,000 to 499,000     1.50%
    • $500,000 to $999,000   1.25%
    • $1,000,000+                  1.00%